All that you need to know to get your life and your practice on the level you want it to be

Tuesday, Jul 16, 2024

The Hidden Consequences of Skipping Critical Steps in Financial Advisory

Micah Shilanski, CFP®, uncovers the hidden risks of skipping essential steps in financial advisory.

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Thursday, Jun 27, 2024

10 Biggest Benefits of Hiring a Virtual Assistant

Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.

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Friday, Jun 21, 2024

The Art of Serving High-Net-Worth Clients

Matthew Jarvis® discovers how to serve high-net-worth clients with expert insights from Paul Saganey.

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Friday, Jun 07, 2024


Matthew Jarvis, CFP®, uncovers the 3 key concerns CPAs have when referring clients to financial advisors and learns how to address them for stronger, trust-based relationships and valuable referrals. 

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Thursday, May 23, 2024

Hiring Gold: Proven Techniques to Attract Top Financial Advisors

Matthew Jarvis, CFP®, discovers how to define the ideal candidate profile, craft compelling job descriptions, effectively utilize online platforms and recruitment agencies, and implement retention strategies for long-term success.

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Thursday, May 09, 2024

Navigating the Moral Landscape of Finance

Micah Shilanski, CFP® discovers how he balances client preferences with ethical standards in the ever-evolving world of finance.

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Friday, Apr 26, 2024

How to Stop Being the Fun-Sucker on Vacation

If you’re the fun-sucker on vacation, you’re not alone! Matthew Jarvis, CFP®, shares a solution he found by happenstance.

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Thursday, Apr 11, 2024

No One Cares About Your Economic Commentary

Your clients would be better off basing their financial decisions on their horoscope than your economic commentary. Here’s how to address market concerns with your clients.

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Thursday, Mar 28, 2024

Personal Connections Matter, Here’s How To Build Them

Advisors often get caught up in the day-to-day processes of their practices and forget that they significantly impact their client’s lives in many ways.

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Thursday, Mar 14, 2024

Money Isn’t Everything: How To Keep Quality Talent

Matthew Jarvis, CFP®, shares insights he learned from Jonathan Reynolds about how to attract and keep A-players on your team.

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Thursday, Feb 29, 2024

Masterclass Sneak Peek: Check Out Micah’s Prospect Process

Micah Shilanski, CPF®, shares how he sets the stage for a premium client experience for his prospects so he can deliver as much value as possible during prospect meetings.

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Thursday, Feb 22, 2024

Why You Should Join A Mastermind, Even If You Think It’s Not For You

Micah Shilanski, CFP®, shares advisors’ most common excuses for not joining a mastermind and why you should make the investment anyway.

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Thursday, Feb 08, 2024

Why You Need To Rethink Your Prospect Process

Cookie-cutter sales tactics don’t work when a prospect’s life savings are on the line. Matthew Jarvis, CFP®, explains how you can leverage your prospect process to stand apart from the competition.

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Thursday, Jan 25, 2024

Don’t Miss Out On This Powerful Tax Strategy For Clients

Matthew Jarvis, CFP®, shares how backdoor Roth contributions can be a game changer for your clients and several ways advisors mess it up.

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Thursday, Jan 11, 2024

Don’t Know Your Closing Rate? Here’s How To Find It

Think you only need to see 25 prospects to get 25 new clients? Wrong! Matthew Jarvis, CFP®, shares how to find your close rate and the prospect data you should be tracking.

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